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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,122 | $171,867-78.4% | $149,721-75.2% | $147,586-74.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.60% | 2113.36%-2112.8pp | 1501.67%-1501.1pp | 578.59%-578.0pp |
| Employer contribution / active EE | $1,931 | $6,275-69.2% | $5,444-64.5% | $4,876-60.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $108 | $13,799-99.2% | $11,282-99.0% | $10,886-99.0% |